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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 269 of 343  ·  6,848 managers
# Fund / Institution AUM ▼ Positions Period
5361 Invariant Investment Management $171M 68 Jun 2026
5362 Cathy Pareto & Associates, Inc $171M 102 Jun 2026
5363 Ndwm Llc $170M 39 Jun 2026
5364 WPG Advisers, LLC $170M 1,549 Jun 2026
5365 Evolution Wealth Management Inc. $170M 939 Jun 2026
5366 RiverGlades Family Offices LLC $170M 87 Mar 2026
5367 Gordian Advisors LLC $170M 65 Jun 2026
5368 Chatterton & Associates Inc. $170M 101 Jun 2026
5369 Aspetuck Financial Management LLC $170M 79 Jun 2026
5370 Park Capital Management, LLC / WI $170M 161 Jun 2026
5371 Coppell Advisory Solutions LLC $170M 41 Mar 2026
5372 Providence Wealth Advisors, LLC $170M 84 Jun 2026
5373 Christian Investment Advisors, Inc. $170M 14 Jun 2026
5374 Nautilus Advisors LLC $170M 179 Jun 2026
5375 North Berkeley Wealth Management, LLC $170M 75 Dec 2025
5376 Arsenal Capital Advisors LLC $169M 108 Jun 2026
5377 RiverTree Advisors, LLC $169M 72 Jun 2026
5378 Tailwinds Wealth, LLC $169M 89 Jun 2026
5379 Palacios Wealth Management, LLC $169M 76 Jun 2026
5380 Thoma Capital Management LLC $169M 55 Mar 2026
Page 269 of 343  ·  6,848 managers